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CLBAX vs IVIPX
CLBAX vs IVIPX Comparison
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CLBAX vs IVIPX Comparison Chart in %
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CLBAX vs. IVIPX commentary
Jun 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBAX is a Hold and IVIPX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 279B vs. IVIPX (462M). CLBAX pays higher dividends than IVIPX: CLBAX (1.78) vs IVIPX (1.16). CLBAX was incepted earlier than IVIPX: CLBAX (24 years) vs IVIPX (17 years). IVIPX (1.31) is less costly to investors than CLBAX (0.58). IVIPX is a more actively managed with annual turnover of: 126.00 vs. CLBAX (50.00). IVIPX has a lower initial minimum investment than CLBAX: IVIPX (0) vs CLBAX (250). CLBAX annual gain was more profitable for investors over the last year : 17.74 vs. IVIPX (-16.85). CLBAX return over 5 years is better than : 37.18 vs. IVIPX (-27.90).
| CLBAX | IVIPX | CLBAX / IVIPX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.31 | 44% |
| Fund Existence | 24 years | 17 years | - |
| Gain YTD | 9.696 | 5.220 | 186% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 279B | 462M | 60,390% |
| Annual Yield % from dividends | 1.78 | 1.16 | 153% |
| Returns for 1 year | 17.74 | -16.85 | -105% |
| Returns for 3 years | 45.52 | -10.67 | -427% |
| Returns for 5 years | 37.18 | -27.90 | -133% |
| Returns for 10 years | 97.87 | -4.69 | -2,089% |
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